Portfolio Relationship Manager - AMC
Portfolio Relationship Manager - AMC
17
Applications
Mumbai
Full-Time
Senior: 7 to 10 years
Posted on Feb 27 2025
About the Job
Skills
Asset Management
Direct Sales
New Client Acquisitions
Investment Product Knowledge
Financial Planning
Client Relationship Management
Market Analysis
Sales Strategies
Responsibilities:-
- To up-sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
- · Achieving the business targets assigned in terms of up-selling , enhancing and upgrading the Client Net worth relationships.
- · Profiling customers and provide financial products to meet customer needs
- · Ensuring the highest levels of service to the client /HNI customers
- · Providing Investment planning and advice
- · Achieving sales and revenue targets spread across product mix
- · One point contact for the assigned customer
- · Acquisition & Servicing of HNI/UHNI customers.
- · Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.
Interested candidates please share CV's to support@corporatechemistry.co
About the company
We're the right peopleto help you find the right people - Corporate Chemistry is a talent acquisition and recruitment consultancyspecializing in hiring mid to senior-level positions across industries. As an organization that prefers the human touch over the algorithmic approach, our choices are truly handpicked. We believe there's more to hiring than just matching requirements - we find the spark! ...Show More
We're the right peopleto help you find the right people - Corporate Chemistry is a talent acquisition and recruitment consultancyspecializing in hiring mid to senior-level positions across industries. As an organization that prefers the human touch over the algorithmic approach, our choices are truly handpicked. We believe there's more to hiring than just matching requirements - we find the spark! ...Show Less
Industry
Staffing and Recruiting
Company Size
2-10 Employees
Headquarter
Chennai
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